MTGP

Wisdomtree Mtge Plus Bond$43.94 0.16%
UnclassifiedUSCUSIP 97717Y725· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
15
+5 QoQ
13F Value (tracked)
$21.0M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)6 adding · 2 trimming
Insider net (180d)$0

Price & smart-money activity

$43.94 0.16%5Y -13.7%
$39.96$42.97$45.97$48.98$51.992021202220232024202520262323223325643536372648384
Hover for who · click for detailEnd-of-day closing prices52w $43.20 – $45.22
Build

Use MTGP data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns MTGP

This stock page is the Follow view. The Build view lets your agent query MTGP owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MTGP"
Ask your agent
Use Arkolith to show who owns MTGP,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

15 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1IHT Wealth Management, LLC
$8.2M
186K
+0.9%
Added · +2K sh
Q1 2026
2Atria Investments, Inc
$5.5M
125K
−0.7%
Reduced · −835 sh
Q1 2026
3RFG Advisory, LLC
$2.0M
45K
+2.9%
Added · +1K sh
Q1 2026
4Concurrent Investment Advisors, LLC
$1.3M
29K
+12%
Added · +3K sh
Q1 2026
5Private Advisor Group, LLC
$1.1M
25K
+45%
Added · +8K sh
Q1 2026
6KESTRA PRIVATE WEALTH SERVICES, LLC
$782K
18K
New
+18K sh
Q1 2026
7Vestmark Advisory Solutions, Inc.
$702K
16K
+9.4%
Added · +1K sh
Q1 2026
8Gateway Wealth Partners, LLC
$561K
13K
+117%
Added · +7K sh
Q1 2026
9Wealthcare Advisory Partners LLC
$343K
8K
−1.1%
Reduced · −87 sh
Q1 2026
10Summit Financial, LLC
$229K
5K
+0.5%
Added · +28 sh
Q1 2026
11CENTAURUS FINANCIAL, INC.
$178K
4K
+0.6%
Added · +25 sh
Q1 2026
12Aptus Capital Advisors, LLC
$89K
2K
Held
Q1 2026
13IFP Advisors, Inc
$7K
167
Held
Q1 2026
14Smartleaf Asset Management LLC
$229
5
Held
Q1 2026
15Larson Financial Group LLC
$133
3
New
+3 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
5
funds
Reduced
2
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

32 funds+17 since Q2 2022
01632Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $39.4M

Funds that own MTGP also own

CompanyCo-held byCombined value
APPLE INCAAPL16 funds$2.5B
NVIDIA CORPNVDA16 funds$2.2B
VANGUARD TOTAL STOCK MKT ETFVTI16 funds$1.6B
MICROSOFT CORPMSFT16 funds$1.4B
AMAZON.COM INCAMZN16 funds$1.3B
VANGUARD S&P 500 ETFVOO16 funds$1.2B
ISHARES CORE S&P 500 ETFIVV16 funds$1.2B
SS SPDR S&P 500 ETF TRUST-USSPY16 funds$1.1B
INVESCO QQQ TRUST SERIES 1QQQ16 funds$995.5M
VANGUARD VALUE ETFVTV16 funds$794.0M
VANGUARD GROWTH ETFVUG16 funds$786.1M
ALPHABET INC-CL CGOOG16 funds$748.6M

Ranked by how many of MTGP's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MTGP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.